Virtus Family Office LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Virtus Family Office LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,641,692
-2.6%
46,907
+1.3%
2.98%
-4.5%
Q2 2023$1,684,842
-10.3%
46,304
-7.9%
3.12%
-15.8%
Q1 2023$1,878,900
+6.3%
50,284
-1.6%
3.71%
-6.1%
Q4 2022$1,767,363
-31.2%
51,084
-37.3%
3.95%
-39.9%
Q3 2022$2,568,00081,4396.56%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders